Partner

• Mar 2023 - Present

Associate Director

• Feb 2022 - Feb 2023

Citi Gold Relationship Manager

• Aug 2018 - Feb 2022

Managing investment assets for high-net-worth clients, inclusive of individuals, businesses, trust companies, and family offices while acting as a client portfolio manager with multiple Tier-1 asset management companies. Analyze investments including conducting industry and company research, crafting sophisticated financial models, and working with advisors and lenders to increase return on investment and profitability. Adhered to all regulatory compliance and governance standards. Managing investment assets for high-net-worth clients, inclusive of individuals, businesses, trust companies, and family offices while acting as a client portfolio manager with multiple Tier-1 asset management companies. Analyze investments including conducting industry and company research, crafting sophisticated financial models, and working with advisors and lenders to increase return on investment and profitability. Adhered to all regulatory compliance and governance standards.

Priority Relationship Manager

• Oct 2016 - Jul 2018

Held responsibility for clients in liquid assets with aggregate assets under advisory across global clients. Provided customized financial planning strategies and guidance on the effective mobilization of surplus client funds to meet clients’ long- and short- term investment goals and objectives. Held responsibility for clients in liquid assets with aggregate assets under advisory across global clients. Provided customized financial planning strategies and guidance on the effective mobilization of surplus client funds to meet clients’ long- and short- term investment goals and objectives.

Relationship Manager Preferred Banking

• Mar 2014 - Oct 2016

Relationship and asset management, while developing customised wealth and relationship management solutions to meet specific needs and preferences of bank’s preferred clients. Relationship and asset management, while developing customised wealth and relationship management solutions to meet specific needs and preferences of bank’s preferred clients.

Sr.Financial Planner

• Oct 2012 - Mar 2014

Accountable for a direct team of Financial Planners with assets under management. Developed customized insurance and wealth management solutions for financial services clients of the firm. Accountable for a direct team of Financial Planners with assets under management. Developed customized insurance and wealth management solutions for financial services clients of the firm.